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AllianceBern 2020 Retirement Strat B (LTHBX)

11.93 Up 0.02(0.17%) Nov 24
Prev Close:11.91
YTD Return*:3.69%
Net Assets*:188.97M
Yield*:1.98%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LTHBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Core MSCI Emerging Markets1.3838.22
US Treasury Note1.0946.44
XOM0.99-3.99
AAPL0.74N/A
US Treasury TIP0.65N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:188.97M
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):1.67%

Performance & Risk

YTD Return:3.69%
5y Avg Return:8.26%
Rank in Category (ytd):88
% Rank in Category (ytd):37.61%
Beta (3y):1.27
Morningstar Risk Rating:5

Fund Summary

The investment seeks the highest total return over time consistent with its asset mix. To achieve its investment objective, the Strategy invests in a combination of portfolios of The AllianceBernstein Pooling Portfolios representing a variety of asset classes and investment styles (the "Underlying Portfolios"). The Strategy's asset mixes will become more conservative each year until reaching the year approximately fifteen years after the retirement date (the "target year") at which time the asset allocation mix will become static. View More
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